Archvest Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Archvest Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$237K	Buy
2023 Q4	$215K	Sell
2023 Q3	$200K	Buy
2022 Q4	–	Sell
2022 Q3	$251K	Sell
2022 Q2	$276K	Hold
2022 Q1	$310K	Hold
2021 Q4	$328K	Buy